Craig
Buchholz
Cetera Investment Advisers LLC
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About this Advisor
Craig Buchholz is a financial advisor based in Rockwall, Texas, working with Cetera Investment Advisers LLC. Craig has previously held positions at Northwestern Mutual Life Insurance Company, Sharpen The Edge Outbound Adventures, United States Army - National Guard, Contra Costa Country Club, Golfsmith International, Northwestern Mutual Investment Services LLC, Personal Golf Coach, Aerotech Marketing, J.P. Morgan Securities, LLC, Jpmorgan Chase Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, University Of California, Los Angeles, Diablo Valley College, Bank Of America, N.A, Cetera Advisors, Cetera Investment Advisers LLC, and Burrows Capital Advisors LLC. Craig has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Craig is part of Cetera Investment Advisers LLC, which operates out of Rockwall, Texas. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Craig Buchholz Work History
Cetera Advisors
Cetera Investment Advisers LLC
Burrows Capital Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
J.P. Morgan Securites, LLC
Jpmorgan Chase Bank, N.A
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services LLC
University Of California, Los Angeles
Contra Costa Country Club
Aerotech Marketing
Golfsmith International
United States Army - National Guard
Diablo Valley College
Personal Golf Coach
Sharpen The Edge Outbound Adventures
Disclosures
Please visit the SEC profile of Craig Buchholz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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